Hello, Lisa. To view historical reconciliations in QuickBooks Online (QBO), go to the Accounting page.
Follow these steps to check your past reconciliations and ensure that they still balance after changes to expenses:
- Click My apps, and then go to the Accounting menu.
- Click on Reconcile.
- Select the account: Choose the bank or credit card account for which you want to view historical reconciliations.
- Look History by account to see past reconciliations. This will provide you with a list of all reconciliations done for that account.
To learn more about the topic, you can check out these articles: Learn the reconciliation workflow.
I'd also like to share that our QuickBooks Live Expert Assisted team can help and guide you in transforming your financial management with personalized advice tailored to your business's unique needs.
If you find discrepancies or have further questions about specific reconciliations, feel free to reach out in the thread for additional assistance.
